Insurance Audit

7 days ago


Mumbai, Maharashtra, India AnandRathi Full time
Job Description

Job Summary

Responsibilities:

- Formulate life insurance policy surrender process for sales fraternity.
- Provide relevant documentation for Surrender process across sales functions.
- Accompany the Client/RM to various insurance companies to surrender document submission.
- Preparing MIS for documents submitted and processed.

Functional / Technical Skills

- Understanding the insurer wise surrender process.
- Basic Knowledge of Life Insurance Industry.
- Basic understanding of documentation process.
- Intermediate skills of MS Excel and PowerPoint.

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